A Joint Venture With Nature

This article is part of the Rising Star Portfolios series.

The Dada Portfolio's first purchase, China Yida (Nasdaq: CNYD  ) , has run up 20% in a week. What kind of insanity is this? Watch the video and then read on below:

Yida's business of turning Mother Nature's beauty into a profit-generating enterprise is just the type of audacious capitalism that we love to see. While Walt Disney (NYSE: DIS  ) and Cedar Fair (NYSE: FUN  ) have to spend heavily to build out their attractions, Yida's capital expenditures were taken on by the good Earth herself, freeing the company to generate an incredible operating margin of 56% from its tourism business.

As China's middle class burgeons and disposable income grows, Yida should see even more opportunity. While this is undoubtedly a volatile and potentially risky stock, the Dada Portfolio has its position sized accordingly and will stand to gain if last week's 20% turns out to only be the beginning.

Check out the Dada Portfolio's Foolsaurus page here and follow us on Twitter @TMFDada!

The Dada Portfolio is a part of the Rising Star series of real-money portfolios. It is co-managed by Sean Sun and Ilan Moscovitz. If you're interested in learning more about the portfolio, click hereto join us on our discussion board.

Sean Sun doesn't own shares of any company mentioned. Ilan Moscovitz owns shares of Walt Disney. Walt Disney is a Motley Fool Inside Value pick. Walt Disney is a Motley Fool Stock Advisor choice. The Fool owns shares of China Yida Holding. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.


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